Filed January 23, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $38,008 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $354 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,989 | $80,005+71.2% | $140,016-2.2% | $55,725+145.8% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -5.76% | 0.46%-6.2pp | 651.12%-656.9pp | 244.93%-250.7pp |
| Employer contribution / active EE | $5,158 | $3,403+51.6% | $5,606-8.0% | $2,078+148.2% |
| Participant deferral / active EE | $8,364 | $5,264+58.9% | $6,927+20.7% | $3,356+149.3% |
| Admin fee / account holder | $96 | $116-17.2% | $10,705-99.1% | $115-16.9% |